Client Services Executive

Paraplanner – Be More Than a Report Writer Location: Chester Salary: £45,000 + Bonus + Benefits Ready to step beyond traditional paraplanning? Most paraplanner roles keep you behind the scenes. This one doesn’t. We’re looking for an experienced Paraplanner who wants to play a central role in shaping a growing financial planning business - not just writing reports, but influencing investment strategy, improving systems, and working directly with clients. If you’re someone who enjoys thinking critically, challenging the norm, and making a genuine impact, this is your opportunity. This is a role for someone who doesn’t want to be “just another paraplanner”. About Us We may only be 6 months into our journey, but we already have £100m+ assets under management and a diverse client base ranging from £50k to £25m. We’re now focused on building the right infrastructure - people, processes, and investment proposition - to support long-term success. And that’s where you come in. The Role Yes, you’ll produce high-quality suitability reports. But that’s just the starting point. You’ll also: Take ownership of researching investments and creating a watchlist of opportunities Play a key role in shaping our future investment proposition Vet BDMs and analyse products, determining what’s truly worth recommending to clients Work closely with advisers and meet clients directly Help design, improve, and evolve business systems and processes Contribute ideas to drive efficiency, innovation, and better client outcomes What We’re Looking For Proven paraplanning experience (essential) Level 4 Diploma (preferred) or working towards with relevant experience A commercial mindset with the confidence to challenge and contribute Strong research skills and the ability to think outside the box A desire to be part of building something, not just maintaining it What You’ll Get Up to £45,000 salary (depending on experience) Discretionary bonus 25 days holiday + bank holidays Workplace pension Full study support for continued development City centre parking (7-day permit) - including personal use Flexibility when needed Why This Role Stands Out You’ll be a key individual in a growing firm You’ll directly influence investment decisions and strategy You’ll gain exposure to complex, varied client scenarios You’ll help build something from the ground up If you’re a capable paraplanner who’s ready to step up, be heard, and make an impact, we want to hear from you. Apply now or contact Rhyan Scott at Reed Financial Services for more information.

Role and Responsibilities Brief overview of the role: The operations support team are time driven, with all cash being posted timely in the morning and all validation completed in a timely manner to reflect funds available to our clients. This position is to work across two disciplines in the support team, Cash Processing and Debt Verification, depending on workflow in each area. Accurately processing cash onto various sales ledgers within the client portfolio and allocating cash items according to the remittance advices. Verifying invoices assigned to us by our clients by way of telephone or supporting documents. Also includes maintaining suspense accounts, ensuring items are repatriated to the correct ledger or refunded to the payee within set deadlines. Maintaining mailboxes, answering queries and electronically filing documents as per process to comply with audit criteria. Main duties and responsibilities: Cash Processing include (but not limited to): Collating bank transactions Posting of collections accurately to ledgers and allocating invoices via remittance advice Collating and preparing of cheques received (minimal) and taking to the local Bank Managing all remittance advices received via a remittance’s inbox Researching for allocation if no remittance available, to include online and telephone enquiries (with debtor/ client) Complete balancing data capture spreadsheets Preparing and processing refunds Debt Validation tasks include (but not limited to): Telephone and Email verification of invoices assigned by our clients. Check supporting paperwork as per verification requirements Must also consider risk of fraud when verifying debt, to ensure that we are meeting our legal obligations prior to releasing funds. All roles include (but not limited to): Compliance with AML & KYC regulations Compliance with cash processing procedures Liaising with Credit control and client managers as necessary Housekeeping of Mailboxes Managing electronic filing systems Reporting any issues/disputes etc. to line manager/ client manager This role involves the constant update of client information relating to assignment risk, money laundering, financial risk and verification process and therefore the team must bring any changes to the risk monitoring requirements to the client manager’s attention and amendments to criteria must be signed off by underwriters therefore meeting the needs of the business for risk monitoring and compliance.

Role and Responsibilities Brief overview of the role: The operations support team are time driven, with all cash being posted timely in the morning and all validation completed in a timely manner to reflect funds available to our clients. This position is to work across two disciplines in the support team, Cash Processing and Debt Verification, depending on workflow in each area. Accurately processing cash onto various sales ledgers within the client portfolio and allocating cash items according to the remittance advices. Verifying invoices assigned to us by our clients by way of telephone or supporting documents. Also includes maintaining suspense accounts, ensuring items are repatriated to the correct ledger or refunded to the payee within set deadlines. Maintaining mailboxes, answering queries and electronically filing documents as per process to comply with audit criteria. Main duties and responsibilities: Cash Processing include (but not limited to): Collating bank transactions Posting of collections accurately to ledgers and allocating invoices via remittance advice Collating and preparing of cheques received (minimal) and taking to the local Bank Managing all remittance advices received via a remittance’s inbox Researching for allocation if no remittance available, to include online and telephone enquiries (with debtor/ client) Complete balancing data capture spreadsheets Preparing and processing refunds Debt Validation tasks include (but not limited to): Telephone and Email verification of invoices assigned by our clients. Check supporting paperwork as per verification requirements Must also consider risk of fraud when verifying debt, to ensure that we are meeting our legal obligations prior to releasing funds. All roles include (but not limited to): Compliance with AML & KYC regulations Compliance with cash processing procedures Liaising with Credit control and client managers as necessary Housekeeping of Mailboxes Managing electronic filing systems Reporting any issues/disputes etc. to line manager/ client manager This role involves the constant update of client information relating to assignment risk, money laundering, financial risk and verification process and therefore the team must bring any changes to the risk monitoring requirements to the client manager’s attention and amendments to criteria must be signed off by underwriters therefore meeting the needs of the business for risk monitoring and compliance.

Customer Support Associate – Temporary contract Hours: Monday to Friday, 35 hours per week To start immediately About Us Our client specialises in independent pension administration services, providing tailored and flexible solutions that help individuals manage their savings and retirement plans with confidence and control. The Role We are seeking Customer Support Associates to join their pensions administration team on a 6‑week temporary basis. The role supports the day‑to‑day administration of pension schemes, ensuring all member transactions are processed accurately, in line with regulatory requirements and agreed service levels. Delivering a high-quality, professional service to members and stakeholders is central to this position. Key Responsibilities Process pension scheme transactions including contributions, transfers, retirements and benefit payments Maintain accurate member records and update internal systems Respond to member queries with clear, professional communication Ensure all work is completed in line with procedures, regulatory timescales and service levels Escalate issues, risks or complaints to the line manager promptly Work collaboratively with the team to meet overall service objectives About You Previous experience in an administrative or customer service role Basic understanding of financial services or pensions desirable Strong attention to detail and ability to work to deadlines Good written and verbal communication skills Confident using Microsoft Office, including Excel and Outlook If you are interested in this role and feel you have the skills and experience, then please apply online or contact Wendy at the Reed Milton Keynes office.

Paraplanner Location: Edgbaston Salary: Up to £38,000 (depending on experience) Type: Full-time, permanent About the Role An established and forward-thinking financial planning business is seeking an experienced Paraplanner to join its expanding team. Working closely with Financial Planners, you will play a key role in delivering high-quality, compliant advice to a diverse client base. This is an excellent opportunity to join a values-led organisation that focuses on long-term financial planning and client outcomes, rather than product-led sales. Key Responsibilities Conduct fund research and analysis to support client recommendations Prepare detailed financial suitability reports and documentation Produce cashflow modelling and reports for client reviews Maintain due diligence records on funds, platforms, and providers Collaborate with advisers to identify suitable planning solutions Ensure all client records and compliance documentation meet regulatory standards Assist with tax calculations and financial planning analysis where required About You Minimum 2 years’ Paraplanning experience within an IFA environment DipPFS (Level 4) qualified or equivalent Strong understanding of the end-to-end financial planning process Experience across a range of financial products Excellent attention to detail and organisational skills Confident communicator with a collaborative mindset Ability to work independently and manage priorities effectively What’s on Offer Competitive salary up to £38,000 Pension contribution (with salary sacrifice option) 23 days holiday + bank holidays (increasing with service) Life cover and income protection Employee assistance programme and wellbeing support Supportive, collaborative working culture focused on personal development If you feel like this is a role for you, please apply below